Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PMB HELIN DONOVAN, LLP1+ years Service code 10 · EIN 74-3001153 505 SANSOME STREET, SUITE 850 · SAN FRANCISCO, CA 94111 | Accounting | $22,683 |
HANCOCK WHITNEY BANK1+ years Filed as: HANCOCK PARTNERS Service code 27 235 MONTGOMERY STREET #960 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $8,269 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,438 | $52,911-91.6% | $73,309-93.9% | $59,633-92.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 3.50% | 12.20%-8.7pp | 5.67%-2.2pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $707 | $1,909-63.0% | $3,237-78.2% | $2,203-67.9% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $143 | $3,835-96.3% | $5,635-97.5% | $4,297-96.7% |